CRWV Share Price Performance
US$0
-110.28 (-100.00%)
Price US$0
Fair ValueUS$142.29
Share Pricen/a
Seeking Alpha • 9h
CoreWeave, Inc. Stock Price
- 4 Narratives written by author
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- 614 Fair Values set on narratives written by author
CRWV Community Narratives
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Fair Value
·Fair Value US$142.29 52.7% undervalued intrinsic discount
Market Share Expansion Will Drive Sustained Gains From Accelerating AI Adoption
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Fair Value
·Fair Value US$70 3.9% undervalued intrinsic discount
Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model
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AN
Fair Value
·Fair Value US$230.33 70.8% undervalued intrinsic discount
AI Infrastructure Capacity Leadership Will Drive Massive Long Term Earnings Power
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Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model
Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model I’ve been looking into the business model of CRWV and its reliance on high-leverage hardware acquisition. Here’s a breakdown of why the current trajectory might face significant structural headwinds compared to established players.Read more
AI Infrastructure Capacity Leadership Will Drive Massive Long Term Earnings Power
CoreWeave is trying to become a key supplier of the computing power behind today’s AI boom, using a fast-growing network of data centers and close ties to big-name customers. The big question is whether it can keep building capacity quickly enough while managing heavy spending and debt as the industry’s supply chain and demand patterns evolve.Read more
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US$230.33
70.8% undervalued intrinsic discount
Fair Value
Profit Margin
7.83%
Future PE
42.01x
Price in 2029
US$317.57
Market Share Expansion Will Drive Sustained Gains From Accelerating AI Adoption
CoreWeave is riding the surge in demand for the computing power behind modern AI, and its fast build-out of data centers could help it win a bigger slice of the market. But heavy spending, reliance on partners to deliver capacity, and tough competition from much larger cloud players could quickly change the story.Read more
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US$142.29
52.7% undervalued intrinsic discount
Fair Value
Profit Margin
7.84%
Future PE
35.2x
Price in 2029
US$193.65
AI Infrastructure Expansion And Leverage Will Drive Utilization And Margin Risks Ahead
CoreWeave is racing to build enough power and data centers for the AI boom, but that big bet could backfire if demand cools or rivals squeeze pricing. The key question is whether its heavy borrowing and supply bottlenecks turn into a drag before customer commitments and new services can carry the business through.Read more
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US$51.41
30.9% overvalued intrinsic discount
Fair Value
Profit Margin
7.82%
Future PE
17.44x
Price in 2029
US$69.55
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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Deep Dive: Assessing the Sustainability of CRWV’s Compute-as-a-Service Model
Fair Value: US$70 3.9% undervalued intrinsic discount
26 fair values setusers have set this as their fair value
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CRWV: Backlog Strength And AI Demand Will Outweigh Competition Concerns
Fair Value: US$230.33 70.8% undervalued intrinsic discount
19 fair values setusers have set this as their fair value
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CRWV: Backlog And Nvidia Funding Will Support Future AI Capacity Utilization
Fair Value: US$142.29 52.7% undervalued intrinsic discount
81 fair values setusers have set this as their fair value
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Snowflake Analysis
CoreWeave, Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 11, 2026
- -2.92
- 69.38%
- -25.58%
- 522.4%
About CRWV
- Founded
- 2017
- Employees
- 2189
- CEO
- WebsiteView website
CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. The company offers CoreWeave Cloud platform that comprises proprietary software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure at scale. It also offers data and storage solutions, such as Local Object Transport Accelerator; infrastructure control solutions, including CoreWeave Kubernetes service; mission control services, including node, rack, and fleet lifecycle management; model and agent development tools comprising Weights & Biases, an AI developer platform; and runtime acceleration. In addition, the company offers graphics processing unit compute, CPU compute, networking services, managed services, and virtual and bare metal servers. Its services also include visual effects rendering, machine learning, pixel streaming, and batch processing. The company was formerly known as Atlantic Crypto Corporation and changed its name to CoreWeave, Inc. in December 2019. CoreWeave, Inc. was incorporated in 2017 and is based in Livingston, New Jersey.
